Equifax (EFX) is a research & consulting services company in the Industrials sector. Listed on the NASDAQ, Equifax is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $166.06.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $166.06 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -0.31% |
| Risk / Std Dev (Annualized) | 33.30% |
| Sharpe Ratio (rf=4.5%) | -0.14 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Research & Consulting Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -0.31% with an annualized volatility of 33.30%. The Sharpe ratio of -0.14 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 20.03B |
| Enterprise Value | 25.04B |
| Trailing P/E | 29.24 |
| Forward P/E | 16.16 |
| Price to Book | 4.36 |
| Price to Sales | 3.19 |
| EV/Revenue | 3.99 |
| EV/EBITDA | 12.98 |
| Profitability | | | Profit Margin | 11.12% | | Operating Margin | 17.45% | | ROE | 14.37% | | ROA | 6.27% |
| Growth | | | Revenue Growth | 14.3% | | Earnings Growth | 34.0% |
| Dividend | | | Dividend Yield | 135.0% | | Payout Ratio | 36.27% | | 5Y Avg Yield | 73.0% |
| Financial Health | | | Total Revenue | 6.28B | | Total Debt | 5.31B | | Total Cash | 0.18B | | Free Cash Flow | 1.02B | | Operating Cash Flow | 1.63B |
| Price & Technical | | | 52W High | $275.91$ | | 52W Low | $156.47$ | | 50-Day Avg | $174.07$ | | 200-Day Avg | $206.41$ | | Beta | 1.31 | | Shares Outstanding | 0.12B | | Float Shares | 0.12B | | Insider Holdings | 0.64% | | Institutional Holdings | 105.59% | | Short Ratio | 3.77 | | Short % of Float | 5.73% |
| Analyst Targets | | | Target High | $265.0$ | | Target Low | $195.0$ | | Target Mean | $223.24$ | | Target Median | $224.0$ | | # of Analysts | 21 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.